Have you ever wondered how real estate investors can maximize their tax benefits through strategies like cost segregation?

In this enlightening episode, host Angel Williams sits down with Gabriel Florentino, a seasoned expert in cost segregation and client development director at Engineers Advisor. Together, they delve into the nuanced world of cost segregation, the benefits of energy-efficient building incentives, and the crucial role of mentorship in mastering real estate tax strategies. Gabriel shares insights from his journey, emphasizing the importance of continuous learning and the impact of specialized tax strategies on investors' bottom lines. Whether you're a seasoned investor or new to the real estate world, this episode is packed with valuable tips and strategies to enhance your investment approach and tax efficiency.

 

Gabriel Florentino is based in Houston TX and has joined ETS as Client Development Director under Kim Lochridge’s leadership. He’s a graduate from The University of Houston, with a degree in Public Relations and minor in Economics. He has three plus years of experience related to 179D consisting of Energy Modeling, Final Reports to Clients, and QC of client documentation. 

 

[00:00:00 - 00:05:00] Introduction to Cost Segregation: Angel and Gabriel discuss the basics of cost seg, Gabriel's background, and the focus of Engineers Advisor on midsize and small businesses.

 

• Gabriel's mentorship journey under Kim Lockridge highlights the value of continuous learning.

• Engineers Advisor specializes in tax strategies that benefit real estate investors directly.

• Cost segregation as a tool for accelerated depreciation and tax savings.

 

[00:05:00 - 00:10:00] The Mechanics of Tax Incentives: Exploration of core services like R&D tax credits and energy incentives.

• Importance of R&D tax credits for various industries, including real estate.

• The role of energy incentives in promoting efficient building practices.

• Collaboration with CPA firms to enhance client tax strategies.

 

[00:10:00 - 00:15:00] Leveraging Specialized Tax Strategies: Gabriel shares insights into additional services like ERTC and historic tax credits.

• Diverse tax strategies beyond cost seg offer significant savings.

• The strategic partnership between Engineers Advisor and CPA firms.

• The introduction of grant funding as a means to support real estate projects.

[00:15:00 - 00:20:00] Real-World Applications of Tax Credits: Detailed examples of 179D and 45L energy incentives.

• Practical implications of energy-efficient building incentives for investors.

• The critical role of meeting specific criteria to maximize tax credits.

• The evolving landscape of tax incentives and their impact on investment strategies.

 

[00:20:00 - 00:22:00] Innovative Approaches to Conservation and Efficiency

• Exploration of lesser-known tax credits for environmental conservation.

• The potential of hydroelectricity and other renewable energy sources in real estate.

• The importance of innovation in maximizing real estate investment efficiency and sustainability.

 

Key Quotes:

 

"The best thing that makes me good...is my mentor." - Gabriel Florentino

 

"We don't file taxes, we just come in and we